NVM OTP in UMC (180nm, 153nm, 110nm, 90nm, 80nm, 55nm, 40nm, 28nm, 22nm)
Commentary / Analysis: Real men have fabs, but maybe not Infineon, NXP, TI and ST.
The first argument is the cost argment. Some say that, at $3bn, fabs are too expensive. But if you look at their cost in relation to the market size, their cost is the same.
A fab cost $40m in 1970 when the industry TAM was $2.4bn; they cost $330m in 1985 when the TAM was $21.5bn; they cost $3bn in 2005 when the TAM was $245bn. That’s a 14.1 per cent CAGR over 25 years fro both the market and the fab-cost. So there’s no change in cost.
“It’s just that you have to bet the company when you build a fab, and people have lost the stomach for betting the company”, said Future Horizons CEO, Malcolm Penn
![]() |
E-mail This Article | ![]() |
![]() |
Printer-Friendly Page |
Related News
- Analyst sours on Infineon, ST but touts ARM
- Analysis: Is the ST, NXP wireless JV the start of IDM break-up?
- Five Leading Semiconductor Industry Players Incorporate New Company, Quintauris, to Drive RISC-V Ecosystem Forward
- TSMC, Bosch, Infineon, and NXP Establish Joint Venture to Bring Advanced Semiconductor Manufacturing to Europe
- Leading Semiconductor Industry Players Join Forces to Accelerate RISC-V
Breaking News
- VeriSilicon Launches the Industry-Leading Automotive-Grade Intelligent Driving SoC Design Platform
- New Audio Sample Rate Converter (ASRC) IP Core from CAST Offers Versatility with High Fidelity
- NEXT Semiconductor Technologies Collaborates with BAE Systems to Develop Next Generation Space-Qualified Chips
- QuickLogic Delivers eFPGA Hard IP for Intel 18A Based Test Chip
- Premier ASIC and SoC Design Partner Rebrands as Aion Silicon
Most Popular
- QuickLogic Delivers eFPGA Hard IP for Intel 18A Based Test Chip
- BOS Semiconductors to Partner with Intel to Accelerate Automotive AI Innovation
- Baya Systems, Imagination Technologies and Andes Technology to Present on Heterogeneous Compute Architectures at Andes RISC-V CON Silicon Valley
- Crypto Quantique announces QRoot Lite - a lightweight and configurable root-of-trust IP for resource-constrained IoT devices
- TSMC Unveils Next-Generation A14 Process at North America Technology Symposium